"Explaining your firm’s culture of compliance is a great way to show you care and a great way to build trust and referrals to friends and family." - Mac Bartine, SmartRIA
Welcome to our best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2020.
"Rather than just looking at disruption as a function of technology innovation, we wanted our research to get at the true nature of what was going on." - Steven Lewis, MarketBridge
'Ironically, there is a hefty amount of thought and teamwork that needs to happen behind the scenes in order to create a simple user experience." - Evan Kramer, CEO White Glove